Financial Services & Wealth Management News

Employee benefits

October 8, 2018

Hey Joel! – Is my 501(c)(3) organization eligible for a 401(k) plan? Are there any benefits over a 403(b) plan?

Hey Joel! – Answers from a recovering former practicing ERISA attorney Welcome to Hey Joel! This forum answers plan sponsor questions from all over the country […]
April 12, 2018

Behavioral Finance: Can Enhanced Active Choice Help Increase Participation?

Deferred compensation programs typically offer open enrollment year-round. Employees can choose to participate when they feel ready and motivated to do so. This traditional enrollment method […]
March 15, 2018

Your Newest Employee Benefit—Student Loan Debt Repayment Assistance

Student loan reimbursement programs are a fast-growing employee benefit. Approximately 70 percent of 2016 college graduates have student loans with an average balance of $37,000.¹ The […]
February 15, 2018

Recruit, Retain, Retire – Reframing Financial Wellness

So much of the financial wellness conversation to date has focused on the potential health care cost mitigation of adopting organizations. A more effective angle, however, […]
February 8, 2018

Why Promote Wellness?

According to a recent study by the Kaiser Family Foundation and the Health Research and Education Trust, 81 percent of large employers and 49 percent of […]